Staff Accountant I
Senior accountant job at St. Mary's Bank
Under the direction of the Accounting Supervisor, the Staff Accountant I is responsible for performing general ledger reconciliations to ensure the accuracy of the credit union's financial reports and records. Key Responsibilities * Prepare daily and month-end general ledger accounts to include but not limited to; FICS and Meridian reconciliations, GL Loan to Share report, daily accrual, GL exceptions, Payeezy, ITM check clearing.
* Review cash items to include but not limited to; cash advance, teller's crossing cash, draft clearing, participation loans, loan payment and return and teller cash.
* Completion of the FRB service charges and completion of FR2900.
* Back up for processing or verifying domestic and internal wires.
* Back up to perform accounting functions to include but not limited to; accounts payable, journal entries, endorsements and signing authority, daily reconciliation, fixed assets, ITM cash balancing and investment reconciliations.
Core Skill Competencies
* Communication Skills: Strong verbal and written communication skills for effective interaction with team members and other departments.
* Attention to Detail: Ability to perform tasks with a high degree of accuracy and thoroughness.
* Analytical Skills: Proficiency in analyzing financial data and identifying trends and discrepancies.
* Technical Proficiency: Familiarity with accounting software and Microsoft Office Suite, particularly Excel.
* Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Physical Demands
* Prolonged periods of sitting at a desk and working on a computer.
* Ability to occasionally lift and carry up to 15 pounds.
Qualifications
* Associates degree with preferred major in a financial discipline such as accounting.
* Five years of finance or equivalent work experience is required.
* Knowledge of Generally Accepted Accounting Principles (GAAP).
Cost Transformation Senior Analyst
Concord, NH jobs
WHAT IS THE OPPORTUNITY? The Cost Transformation Analyst works with Technology and Innovation to provide further visibility and transparency into T&I Expense Management. By implementing centralized processes, increasing reporting over T&I financials, and reviewing expense efficiency targets the cost transformation analyst will aid in T&I cost transformation teams oversight across T&I Financials.
WHAT WILL YOU DO?
* Lead and participate in implementing and documenting centralized processes for T&I financial allocations, expenses, and reporting.
* Drive execution of plans to increase financial routines and transparency.
* Coordinate collaboration and participate in discussions and governance over T&I Business Units and T&I Finance in capital planning.
* Drive execution of activities to oversee mobilization of additional investment opportunity where possible, pursuant to changing business needs.
* Work with T&I Business Units to Optimize T&I budget through identifying prospective saving opportunities.
* Lead mechanics behind review and challenge against T&I financial requests and spends.
* Lead and participate in activities to increase and improve location strategy reporting.
* Assist in making to make data driven decisions on resource deployment and leveling.
* Participate in establishing partnership and alignment with T&I teams and leaders.
* Lead in identifying key gaps, inefficiencies and challenges that exist in our current state financial operating model.
* Drive implementation of expense management workflow dashboard.
* All other appropriate duties as required.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 8 years of financial analysis experience
* Minimum 6 years of business transformation experience
* Minimum 6 years of project management experience
*Additional Qualifications*
* Minimum 5 years of experience with Microsoft Office, Project, and SharePoint
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $90,000 - $160,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Senior Audit Accountant - Construction and Real Estate
Bedford, NH jobs
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment.
Responsibilities
Responsibilities:
+ Audit financial statements, quarterly financial information, and clients' annual reports.
+ Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
+ Identify accounting and audit issues and perform research to solve issues.
+ Responsible for testing internal controls, policies, and procedures and making recommendations.
+ Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
+ Proactively build relationships and communicate with clients and associates.
+ Teach, train, and develop incoming staff/interns.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
+ CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
+ Requires 1-3 years of accounting related experience, preferrably in public accounting or within the construction and real estate industry.
+ Ability to plan, prioritize, and organize work effectively on multiple tasks.
+ Adaptable to various levels of client complexities of people, processes, and systems.
+ Excellent verbal and written communication skills.
+ Ability to travel to client sites up to 25%.
Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-Hybrid
#LI-KK1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $80,000 to $109,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-WI-Milwaukee | US-NH-Bedford | US-WI-Madison | US-WI-Green Bay, WI | US-WI-Eau Claire
Job ID 2024-6467
Category Audit
Remote No
Senior Accountant, Tax - Partnerships
Bedford, NH jobs
At Wipfli, people count
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Manage and coordinate tax compliance and advisory work for clients.
Review Federal and Multi-State Partnership tax returns.
Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
Consult on technical matters and special projects.
Build relationships and communicate effectively with clients to provide superior service.
Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
Manage, train, and develop staff, and participate in the performance review process.
Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
Prepare client communications pertaining to engagement planning and requests.
Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
Communicate with engagement leaders regarding open items or other important matters in a timely manner.
Adhere to prescribed budgets and deadlines.
Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Additional Responsibilities:
Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
Lead multi-disciplined client service teams for account planning.
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
Perform a limited number of tax return interviews as needed.
Provide technical assistance to clients.
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in accounting or an equivalent combination of education and experience.
CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
At least 3 years of job-related experience.
Subject matter leader in similar accounting and/or tax services.
Management and/or mentoring experience with other staff members.
Experience making recommendations to management.
Prior public accounting experience desired.
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Your safety and trust are important to us. We encourage all applicants to remain vigilant and report any suspicious activity.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Auto-ApplySenior Accountant, Tax
Bedford, NH jobs
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2-3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Auto-ApplySenior Accountant, Tax
Bedford, NH jobs
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
+ Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
+ Establish and maintain effective client relationships through regular communications, including on-site visits
+ Adhere to prescribed budgets and deadlines
+ Develop technical competency and provide assistance to clients
+ Participate in continuing professional education programs
+ Serve as a trusted business advisor for clients and associates
+ Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
+ Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
+ Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
+ Understand and effectively use current tax and accounting software applications
+ Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
+ Bachelors degree in accounting or an equivalent combination of education and experience
+ CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
+ 2-3+ years of experience
+ Ability to plan, prioritize, and organize work effectively
+ Ability to balance many projects simultaneously
+ Ability to work under pressure and time deadlines
+ Ability to analyze data and recommend solutions
+ Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-NH-Bedford | US-ME-South Portland
Job ID 2025-7219
Category Tax
Remote No
Financial Reporting Analyst, Stock Plan Services
Merrimack, NH jobs
The Role Be a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation.
Serve as the client's primary support for SPS' financial reporting offering, with a client base typically 20 - 25 public companies consisting across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their client's financial reporting data according to the client defined reporting schedule. You will work with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are important to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace. The Analyst is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.
* As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).
* Analyst will be a key member, along with SPS Implementation and Account Management, to implement a client's reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.
* Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle
* Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.
* Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities
* Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.
* Crafting and maintaining required data for process measures and reporting.
The Expertise and Skills You Bring
* Bachelor's degree or equivalent experience preferred
* 3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience
* Excel and Access skills
* Certified Equity Professional (CEP) level 1 encouraged
* Your strong ability to multi-task, react and think quickly
* You bring a Positive "can-do" demeanor and a willingness to work across groups to get the job done
* You are a team player who will consistently provide a very high level of support to the group
* Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).
* Strong operational and project management skills.
* Proven success in developing presentations and reporting.
* Very strong verbal and written communication skills.
* You are passionate about the details and possess strong communication and organizational skills.
* You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.
* You are flexible enough to work overtime if needed
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity's SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans.
Certifications:
Category:
Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Senior Manager, Fund Accounting
Merrimack, NH jobs
The Role As a Senior Manager, Operations Manager, you will lead a team of analysts supporting ETFs, digital currency, derivatives and alternative products. You will oversee a staff of associates performing accounting and pricing functions and act as the primary contact for daily operational needs, while providing leadership and support in collaboration with other associates within the business unit.
As a leader of the team, you will provide divisional level support for all aspects of the business including risk management, operational strategy, systems improvement prioritization, communication strategy, customer/vendor/peer relationships, resource alignment, cost control, project management, business continuity and new business opportunities. In addition to operational responsibilities, the Senior Manager, Operations Manager is also passionate about mentoring staff and providing career growth opportunities to develop a hardworking team. You will collaborate with other teams within FFIO and business associates across the firm and will interact with senior members of FFIO's organizations with a high degree of autonomy.
* Provide guidance based on experience and knowledge with product development, implementation, and ongoing operations of ETFs, digital currency and alternative products
* Perform detailed review of NAVS, mils, and yields and assist in resolution of complex exception processing
* Provide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities
* Accountable for ensuring client requests are processed within stated service level agreements and adhere to Fidelity and regulatory guidelines
* Ensure that all processes have sufficient Risk and Compliance Controls and policies and procedures are communicated and followed
* Coordinate functions associated with the department's responsibilities, confirm they are addressed in a timely fashion, and any areas of risk are identified and mitigated.
* Monitor key performance indicators to address factors that are affecting the customer experience
* Collaborate with management to make effective use of available resources across groups and recommend changes to systems, processes, and responsibilities as needed.
* Coordinate business unit wide initiatives and effectively communicate plans to key partners
* Provide direction and partner with associates to build meaningful development plans
*
The Expertise & Skills You Bring
* Bachelor's degree in finance/accounting or equivalent or a Master's degree, preferred
* Good understanding of the finance industry and specifically ETFs, digital currency, derivative operations and alternative products.
* Strong understanding of accounting and back-office operations.
* Outstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are musts
* Strong communication skills with the ability to develop and deliver cogent, insightful presentations to all levels of finance and business leadership.
* Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers
* Understanding of financial and accounting principles and how to apply them in business.
* Key Skills: Strategic Problem solver, Encourage and Empower Others, Focus on Innovation, Develop Talent, Lead by Example, Build Key Partnerships, Collaborator, Drive Results
* Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Accounting Teams are part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity's alternative and digital products as well as the ETF funds within FFIO.
Certifications:
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Controller
Lebanon, NH jobs
We are seeking a Controller to lead our accounting and tax functions, drive financial reporting, and collaborate across finance, treasury, and investor relations. Make an impact on strategy and compliance while supervising a talented team. Location: Hybrid (onsite at West Lebanon, Operations Center)
What you'll do:
* Oversee accounting, tax, and financial reporting
* Lead audits and regulatory filings
* Support financial planning and investor relations
* Supervise accounting professionals
*
What you bring:
* Bachelor's in accounting or finance (CPA preferred)
* 8-10 years' corporate accounting/finance experience, including bank accounting
* Strong analytical, leadership, and communication skills
Payroll Tax Analyst
Merrimack, NH jobs
The Role The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.
The Expertise and Skills You Bring
* 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.
* Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred
* Experience with U.S. withholding taxation and reporting requirements
* Confirmed understanding of tax systems
* Intermediate level in Microsoft Office Tools, specifically Excel and Word
* Experience working with IRS and multi-state taxation jurisdictions is required
* Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)
* Experience working in the financial services industry is a plus
* Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies
* You can meet tight deadlines in a fast-paced environment
* You produce high quality work and can prioritize multiple projects
* You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills
* You take initiative while seeking appropriate guidance
* You are detail and process oriented with strong ability to organize and analyze data
* You're a great collaborator
* You are committed to self-development, continuous learning and career advancement
The Value You Deliver
* Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)
* Assist in analyzing relevant legislative changes and effectively communicate implications to management
* Prepare/review/update quarterly and year-end state tax rates
* Respond to inquiries on Federal and state notices
* Identify opportunities to improve and/or automate processes to improve efficiencies and controls.
* Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.
* Preparing and responding to required surveys
* Research, respond and resolve moderately complex associate withholding tax matters.
* Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.
Certifications:
Category:
Business Analysis
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Audit Senior Accountant
Manchester, NH jobs
JOB SUMMARYAs an Audit Senior Accountant, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Accountant leads client engagements, maintains client relationships, and acts as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
Audit Execution
Perform complex audit procedures, including substantive testing, control testing, and analytical review, to evaluate the accuracy and completeness of financial statements
Review workpapers, documentation, and audit evidence prepared by audit staff for accuracy and adherence to standards
Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks
Identify key areas for audit focus, potential risks, and necessary resources
Financial Statement Analysis
Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies
Assess the application of accounting principles and standards, and provide recommendations for improvements
Internal Controls Assessment
Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting
Provide valuable insights and recommendations to clients for improving financial processes and controls
Client Communication
Serve as a main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates
Builds client relationships and maintains smooth working relationship
Team Supervision
Supervise and mentor audit staff members, providing timely feedback, guidance, and training to support their professional development
Foster a collaborative and productive team environment
Engagement Leadership
Lead and manage audit engagements from planning through completion, ensuring adherence to timelines, budgets, and professional standards
Delegate tasks to audit staff members and provide guidance throughout the engagement
Technical Research
Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements
Research, resolve, and document complex accounting and auditing issues as they arise
Reporting and Documentation
Ensure the accuracy and completeness of audit documentation, findings, and conclusions in accordance with firm and regulatory standards
Review and finalize audit reports for distribution to clients
Continuous Improvement
Engage in continuous learning and development to enhance your technical skills and knowledge
Participate in post-engagement reviews to assess the effectiveness of audit processes and identify areas for improvement
Contribute ideas to enhance the firm's methodologies and procedures
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 6 years of relevant audit experience within a CPA firm
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-Apply2026 Winter Tax Staff Accountant - Manchester, NH
Manchester, NH jobs
JOB SUMMARYAs a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Staff Accountant will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional.
Tax Preparation
Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
Organize and review client-provided financial information, ensuring accuracy and completeness
Use tax software and tools to input data, calculate tax liabilities, deductions, and credits
Research and Analysis
Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
Assist in preparing tax projections and estimates to guide clients in making informed financial decisions
Client Communication
Communicate with clients to gather necessary information and address inquiries related to tax matters
Assist in explaining tax concepts and implications to clients in a clear and understandable manner
Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations
Compliance and Documentation
Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely
Maintain organized and comprehensive tax files and documentation for each client engagement
Assist in tracking changes in tax laws and regulations and their potential impact on clients
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Support senior team members in complex tax projects, including audits and specialized tax services
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's requirements
Required education and experience
Bachelor's degree with a concentration in accounting, or a Master's degree in accounting or taxation
Actively pursuing the required education and credits to qualify for the CPA exam, with the intention of obtaining CPA licensure
Preferred education and experience
Cumulative GPA 3.0 or higher
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplySenior Financial Analyst
Merrimack, NH jobs
Job Title: Senior Financial Analyst The Role As a Senior Financial Analyst, you will help progress BPM's analytical capabilities by supporting execution of key initiatives. You will work to contribute to the team's analytical depth and begin to deploy new insights on BPM's data products as our environment grows and evolves. You will help bring the new data to life by creating meaningful views that can help drive dialogue, strategy, and decision-making.
You will build conduct exploratory analysis, build dashboards / prototypes, and use data to test hypotheses for key enterprise questions. You will also innovate new enterprise-level views using various data analysis or visualization tools, with a focus on speed to market and delivering value. You will also work closely with our technology partners and Reporting COE to turn those prototypes into more hardened solutions. You will do this by having a creative and collaborative mentality, possessing the ability to link business strategy to available data, and work in a way that will resonate across teams and with business partners.
The Expertise and Skills You Bring
* Bachelor's degree in Business, Accounting, Finance, or Economics
* 3-5 years of relevant work experience in financial analysis or a related field
* Strong analytical, conceptual thinking, and problem-solving capabilities
* Excellent interpersonal and communication skills, with the ability to influence across levels of the organization
* Proficiency in Excel and PowerPoint; experience with Tableau, Power BI or other analytics tools. SQL experience preferred
* Ability to synthesize complex issues and communicate findings clearly and concisely
* Confidence and maturity to work independently and cross-functionally
* Comfort with managing multiple analytical priorities at once
Note: Fidelity is not providing immigration sponsorship for this position
The Team
This Senior Financial Analyst is a member of the Business Performance Measurement (BPM) team, whose mission is to deliver actionable insights and analysis across the enterprise. Our team builds and supports a high quality data environment, in close collaboration with Technology, to support this vision and empower a data-driven culture. We use this environment to drive innovation, strategic growth and advise in corporate decision making. We continually improve our data ecosystem to enable fast and effective analytics. In this role, you will help advance the analytics mandate to utilize the team's curated data to create insightful views into the business at the enterprise level.
Certifications:
Category:
Finance
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Tax Senior - Gift, Estate and Trust
Portsmouth, NH jobs
Job Description
About Us
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.
About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. You will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions, primarily in the estate, trust, and gift tax areas.
Competencies and Position Requirements
Dedicated to superior client service
Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude
Responds to client requests, including phone calls and emails, in a timely and appropriate manner
Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others
Develops a rapport with client personnel and the firm engagement team
Experience preparing federal and state income tax returns for individuals, trusts, and estates
Experience preparing gift tax returns and estate tax returns
Keeps current with new tax law developments and is able to apply them
Strong research and analytical skills to assist in resolving tax issues and conflicts
Strong organizational skills and attention to detail
Excellent project management, analytical, interpersonal, oral and written communication skills
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
Write effectively and professionally in work paper documentation, emails, and other formats
Ability to thrive in a dynamic team environment
Maintains an enthusiastic and positive attitude
Education and Experience
3+ years relevant experience in taxation with a public accounting firm, law firm, trust company, or government agency
JD
LLM in taxation is a plus
Cumulative GPA of 3.0 or higher
Working towards CPA or Enrolled Agent status
Work Environment
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
20 days paid time off, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment
The expected salary range for candidates in the Massachusetts market is $83,821- $125,786 annually, depending on experience and qualifications.
Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
Financial Analyst
Merrimack, NH jobs
Job Title: Financial Analyst The Role As a Financial Analyst on the Board Finance team, you will play a key role in delivering accurate, high-quality financial information for Fidelity's mutual fund boards. You will develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. In this role, you will be the lead analyst for one of distribution channel's portion of Fund Profitability results, working closely with finance and business partners to understand how changes within the business impact profitability. You will report quarterly and annual results to senior leaders, perform operational tasks related to the Fund Profitability model, and assist with monthly rollover processes. Additionally, you will contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions.
The Expertise and Skills You Bring
* Bachelor's degree in finance, accounting, economics, or related field
* 1-2 years of professional experience in finance, preferably in financial services
* Self-motivated teammate with energy, enthusiasm, and intellectual curiosity
* Ability to work effectively as part of a team and collaborate with business partners
* Strong analytical and problem-solving skills; able to work independently
* Excellent written and oral communication skills for all organizational levels
* Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
* Ability to synthesize large amounts of information into concise, actionable insights
* Adaptability to shifting priorities while maintaining progress on scheduled work
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Board Finance team provides Fidelity Trustees with materials and analysis to support their review and approval of fund contracts, including investment management, transfer agency, and pricing & bookkeeping agreements. The team interacts with all business divisions and focuses on fund fee competitiveness and mutual fund profitability.
Certifications:
Category:
Finance
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Entry-Level Tax Preparer
Manchester, NH jobs
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Employee discounts
Flexible schedule
Opportunity for advancement
Signing bonus
Training & development
Seeking a job that fits around your life? Look no further! We provide flexible scheduling options, so you can balance work and personal commitments. Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!
If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training.
No matter your work background or experience level, we welcome you to apply!
** $150 Sign-On Bonus for new employees! Terms apply **
What you need:
Passion for providing extraordinary customer service
Excellent communication and interpersonal skills
Ability to thrive in a fast-paced work environment
Basic computer skills
Willingness to learn
Additional Perks:
Full-time and part-time positions are available
Flexible Schedule Options Work that works for you!
Work Lotto (Win money for logged shifts)
Low-cost benefits (healthcare, dental & vision)
Teladoc
(Unlimited Teladoc sessions for you and your whole household for $18 per month)
Free identity theft protection
Corporate discount program
Referral bonus opportunities are available for referring qualified candidates
Free continuing tax education
Enrolled Agent materials and testing reimbursement
Opportunities for advancement within the organization
Employee referral program & sign-on bonus for new Tax Preparers (terms apply)
Medical & Prescription benefit option
(eligible to participate after working 1,560 hours annually)
401k with Company Match
(eligible to participate after working the first 1,000 hours)
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
Experienced Tax Preparer
Manchester, NH jobs
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Employee discounts
Flexible schedule
Opportunity for advancement
Signing bonus
Training & development
Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working!
** $150 Sign-On Bonus for new employees! Terms apply **
What you need:
2+ seasons of previous experience completing individual, trust, and/or partnership tax returns
Passion for providing extraordinary customer service
Excellent communication and interpersonal skills
Ability to thrive in a fast-paced work environment
Basic computer skills
Willingness to learn
Experience in accounting, finance, retail, bookkeeping, or taxes
Additional Perks:
Full-time and part-time positions are available
Flexible Schedule Options Work that works for you!
Work Lotto (Win money for logged shifts)
Low-cost benefits (healthcare, dental & vision)
Teladoc
(Unlimited Teladoc sessions for you and your whole household for $18 per month)
Free identity theft protection
Corporate discount program
Free tax preparation training and PTIN registration reimbursement
Referral bonus opportunities are available for referring qualified candidates
Free continuing tax education
Enrolled Agent materials and testing reimbursement
Opportunities for advancement within the organization
Employee referral program & sign-on bonus for new Tax Preparers (terms apply)
Medical & Prescription benefit option
(eligible to participate after working 1,560 hours annually)
401k with Company Match
(eligible to participate after working the first 1,000 hours)
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today
Staff Accountant I
Senior accountant job at St. Mary's Bank
Under the direction of the Accounting Supervisor, the Staff Accountant I is responsible for performing general ledger reconciliations to ensure the accuracy of the credit union's financial reports and records.
Key Responsibilities
• Prepare daily and month-end general ledger accounts to include but not limited to; FICS and Meridian reconciliations, GL Loan to Share report, daily accrual, GL exceptions, Payeezy, ITM check clearing.
• Review cash items to include but not limited to; cash advance, teller's crossing cash, draft clearing, participation loans, loan payment and return and teller cash.
• Completion of the FRB service charges and completion of FR2900.
• Back up for processing or verifying domestic and internal wires.
• Back up to perform accounting functions to include but not limited to; accounts payable, journal entries, endorsements and signing authority, daily reconciliation, fixed assets, ITM cash balancing and investment reconciliations.
Core Skill Competencies
• Communication Skills: Strong verbal and written communication skills for effective interaction with team members and other departments.
• Attention to Detail: Ability to perform tasks with a high degree of accuracy and thoroughness.
• Analytical Skills: Proficiency in analyzing financial data and identifying trends and discrepancies.
• Technical Proficiency: Familiarity with accounting software and Microsoft Office Suite, particularly Excel.
• Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Physical Demands
• Prolonged periods of sitting at a desk and working on a computer.
• Ability to occasionally lift and carry up to 15 pounds.
Qualifications
• Associates degree with preferred major in a financial discipline such as accounting.
• Five years of finance or equivalent work experience is required.
• Knowledge of Generally Accepted Accounting Principles (GAAP).
Payroll Tax Analyst
Merrimack, NH jobs
Job Description:The Role
The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.
The Expertise and Skills You Bring
5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.
Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred
Experience with U.S. withholding taxation and reporting requirements
Confirmed understanding of tax systems
Intermediate level in Microsoft Office Tools, specifically Excel and Word
Experience working with IRS and multi-state taxation jurisdictions is required
Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.)
Experience working in the financial services industry is a plus
Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies
You can meet tight deadlines in a fast-paced environment
You produce high quality work and can prioritize multiple projects
You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills
You take initiative while seeking appropriate guidance
You are detail and process oriented with strong ability to organize and analyze data
You're a great collaborator
You are committed to self-development, continuous learning and career advancement
The Value You Deliver
Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)
Assist in analyzing relevant legislative changes and effectively communicate implications to management
Prepare/review/update quarterly and year-end state tax rates
Respond to inquiries on Federal and state notices
Identify opportunities to improve and/or automate processes to improve efficiencies and controls.
Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.
Preparing and responding to required surveys
Research, respond and resolve moderately complex associate withholding tax matters.
Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.
Certifications:Category:Business Analysis
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Auto-ApplyFinance & Treasure Analyst I
Lebanon, NH jobs
Kickstart your finance career with us! We're hiring a Finance & Treasury Analyst I to play a key role in analyzing business performance and supporting treasury operations. In this dynamic role, you'll create insightful reports using financial data, collaborate across teams, and execute funding and investment tasks that keep our organization moving forward.
We're looking for a detail-oriented problem solver with a Bachelor's degree in Economics, Finance, Accounting, or a related field (advanced degree or certification is a plus). If you have 0-2 years of experience, strong Excel skills, and a curiosity for AI tools, this is your chance to grow in a hybrid role based out of West Lebanon, NH. Ready to make an impact? Apply today!